Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Close CRM
Trigger: Watch Email Sequence Created / Updated
Facebook Lead Ads
Action: Select an action
1. Select a trigger
  • Triggers when an email sequence is created or updated.

  • Triggers when an existing lead's status has been changed.

  • Triggers when a meeting is created, started, completed or canceled.

  • Triggers when a new membership is activated or deactivated.

  • Triggers when a new call activity is logged.

  • Triggers when a new contact is created.

  • Triggers when a new email activity is created.

  • Triggers when a new export is created.

  • Triggers when a new inbox item is created.

  • Triggers when a new lead is created.

  • Triggers when a new note activity is created.

  • Triggers when a new opportunity is created.

  • Triggers when a new smart view is created.

  • Triggers when a new SMS activity is created.

  • Triggers when a new task is created.

  • Triggers when an existing opportunity status has been changed.

2. Select an action
  • Returns information about the form.

  • Returns the information that the user filled in, in the lead generation form. Use this action after the New Lead trigger.

  • The action unsubscribes a selected page from the connection to Make.

Select a trigger and an action

Create workflow (opens in a new tab)